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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,003 | $93,345+20.0% | $119,126-6.0% | $87,485+28.0% |
| Participation rate | 61.3% | 68.7%-7.4pp | 75.8%-14.5pp | 68.9%-7.6pp |
| Annual return | 10.56% | 19.08%-8.5pp | 282.11%-271.5pp | 26.06%-15.5pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,872 | $4,099+116.5% | $5,318+66.8% | $4,274+107.6% |
| Admin fee / account holder | $5,192 | $8,039-35.4% | $10,693-51.4% | $7,775-33.2% |